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Listed Fd Tr Core Alt Fd cef shares owned by Legacy Wealth Partners

Quarter-by-quarter ownership of Listed Fd Tr Core Alt Fd cef (CCOR) shares owned by Legacy Wealth Partners from 13F filings

Historical chart of Legacy Wealth Partners investment in Listed Fd Tr Core Alt Fd cef

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr Core Alt Fd cef held by Legacy Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr Core Alt Fd cef by Legacy Wealth Partners

Quarter filed Position value Share count Share price at filing
2021-06-30 $1.8M 60k 29.39
2021-03-31 $1.5M 52k 28.98
2020-12-31 $1.3M 46k 28.65
2020-09-30 $1.2M 43k 27.72

More positions owned by Legacy Wealth Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Broadmark Rlty Cap
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Bloomberg Brclys (JNK)

View all positions for Legacy Wealth Partners

Top funds holding Listed Fd Tr Core Alt Fd cef

Alaska Permanent Capital Management
Envestnet Asset Management
APCM Wealth Management for Individuals
CWM
Kovitz Investment Group Partners
Petra Financial Advisors
Captrust Financial Advisors
Hilltop Holdings
Royal Bank of Canada
Envestnet Portfolio Solutions
First Citizens Bank & Trust
GeoWealth Management
Susquehanna International
Old Mission Capital
Beacon Pointe Advisors

View all funds holding Listed Fd Tr Core Alt Fd cef